AI's Q4 Shockwave: Fundamentals Fight Back?
Hello everyone, Sarah Miller here! It’s that time of year again – Q4 2025 earnings season is just around the corner, and as always, it’s sparking some lively debates in my inbox and around the water cooler (or, let’s be honest, my home office Slack channel). This quarter, the chatter isn’t just about the usual suspects of revenue growth and profit margins. It’s a deep dive into the tectonic shifts happening in the market, specifically the age-old clash between robust, traditional company fundamentals and the undeniable, often disruptive, force of Artificial Intelligence. ...